Louisville District BUILDING STRONG Selection Success “How to Put Your Best Foot Forward” Chris...

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BUILDING STRONGLouisville District

Selection Success

“How to Put Your Best Foot Forward”

Chris Karem, P.E.January 2009

BUILDING STRONGLouisville District

From Where We Sit

• Average number of A/E Selections per year in the Louisville District = 10

• Average number of submittals received per solicitation = 40

• Number of individuals who sit on Pre-selection & Selection Boards = 70 & 30

• Average number of hours devoted to selection procedure per solicitation = 160

BUILDING STRONGLouisville District

A-E Evaluation Boards – Preselection and Selection

• Engineering Division oversees the A-E selection process and chairs all

boards

• Boards are composed of registered professional personnel with

experience in engineering, architecture, construction and acquisition

• Must be rational, consistent and fair

• Compare firms' qualifications using criteria in the synopsis

• Using agency invited, but must be qualified

BUILDING STRONGLouisville District

How Performance Evaluations Are Used

• Excellent or unsatisfactory past performance can be pivotal in selections.

• ACASS is the primary source of past performance information (PPI), but any other credible, documented PPI can be used.

• Boards must consider relevancy of PPI: similarity of work, role in contract, which office, recentness.

• Firm can submit PPI with SF 330, and explain any past problems.• Firms must have a chance to comment on any adverse PPI that will

be used in selection decision.• No PPI = neutral rating.

BUILDING STRONGLouisville District

A-E Preselection BoardOptional

• Recommends to the selection board the highly qualified firms which have a reasonable chance of being considered as most highly qualified

• Does not consider secondary criteria:

– Geographic proximity

– Equitable distribution of DOD contract awards

– Participation of SB and SDB

• Report submitted to selection board. No separate approval required

BUILDING STRONGLouisville District

A-E Selection Board

• Initial phase conducted like preselection board if preselection board not held

• Determines most highly qualified firms, in order of preference (minimum of 3)

• Conducts interviews with most highly qualified firms

• Applies secondary criteria as tie-breaker in ranking if needed

• Report must provide clear rationale for ranking of most highly qualified firms and reasons other firms were eliminated.

BUILDING STRONGLouisville District

SB Considerations in Unrestricted Contracts

• Selection: SB/SDB participation in team is a secondary selection criterion

• Negotiation – Subcontracting Plan:– Required if prime is not SB and contract > $500K– Ensure maximum subcontracting opportunities for

SB and SDB, “commensurate with the efficient and economical performance of the contract”

– Goals must be realistic for specific contract– Based on team presented in SF 330

BUILDING STRONGLouisville District

Notification of Unsuccessful Firms

(FAR and EFARS 36.607(a))

• All firms shall be notified of their selection status within 10 days after approval of selection report.

– No notifications after preselection

• Simple letter that does not give reasons

• Advise firm they have 10 days to request a debriefing

• May release name of firm with which a contract will be negotiated (FAR 36.607)

BUILDING STRONGLouisville District

A-E Debriefing

• A-E must request in writing or electronically

– Debriefing may be provided electronically or orally

• Debrief within 14 days of A-E's request

• Base on preselection/selection report

• Discuss significant weak or deficient

qualifications

• Will not discuss other firms

(FAR and EFARS 36.607(b))

BUILDING STRONGLouisville District

What A-E Evaluation Boards Primarily Look For

• All requirements listed in the synopsis are addressed

• Adequate depth in all disciplines cited in synopsis

– Generally, same person cannot have multiple roles

– Should have at least 2 individuals in all key disciplines

• Key personnel have:

– Degree and registration

– Pertinent experience

– Worked on example relevant projects

BUILDING STRONGLouisville District

What A-E Evaluation Boards Primarily Look For

• Prime and subs have:

– Relevant recent experience in the required type of work

– Worked together recently on similar projects

– Clear roles established

• Well defined Design Management Plan

• Established quality management program

– Present convincing evidence firm has a QC program and uses it

• Unsatisfactory or excellent past performance

BUILDING STRONGLouisville District

What else should I consider when preparing my proposal?

BUILDING STRONGLouisville District

What else should I consider while preparing my proposal?

How Can I Make Chris’ Life Easier?How Can I Make Chris’ Life Easier?

BUILDING STRONGLouisville District

How Can I Make Chris’ Life Easier?

• Include resumes for all of the disciplines requested

• Put resumes in the same order as the announcement requests them

• Correctly fill out the “Role in This Contract” block on the resumes

BUILDING STRONGLouisville District

How Can I Make Chris’ Life Easier?

• Highlight the “Specialized Experience” on the Resumes and on the Example Projects presented.

• Detail the “Specialized Experience” in Section H, Additional Information.

BUILDING STRONGLouisville District

If I Were You, I Would …

• Be 1000% sure proposal is 100% complete• Verify registrations requested matches

registration presented – CIH– Interior Designer– Fire Protection– Requested State Specific Registrations

BUILDING STRONGLouisville District

If I Were You, I Would …

• “Attack” specialized experience on resumes and projects

• Verify resumes proposed are those that worked on the projects presented.

BUILDING STRONGLouisville District

If I Were You, I Would …

• Verify projects presented are similar to the type of work requested.

• Verify it’s clear that I have worked w/Team members

BUILDING STRONGLouisville District

If I Were You, I Would …

• Address unavoidable weaknesses

BUILDING STRONGLouisville District

If I Were You, I Would …

• Get A Debrief

BUILDING STRONGLouisville District

Questions?